From Strategy to Execution — Building a Real-Time Automated Trading System with Interactive Brokers
Client Profile: A U.S.-based quant trader managing a mid-sized personal portfolio, aiming to fully automate his trading logic using a disciplined, risk-managed framework.
Challenge:
The client needed to move beyond backtesting and partial automation into a fully automated real-time trading system. He was using a proprietary stock selection model but lacked robust capital allocation, risk validation, and broker-side execution logic.
Our Solution:
We developed a custom AI trading system integrated directly with Interactive Brokers (IBKR), aligning with the client’s preferred execution platform. The solution included:
Capital Risk Controls: Automated position sizing based on confidence scores and capital at risk
Breakout Confirmation & Price Windows: Real-time checks against previous highs and entry boundaries to avoid false entries
Dynamic Execution Timing: Trade engine triggered shortly after market open, running strict checks before entry
Trade Frequency Limits: Prevented repeated entries within a short period to reduce overtrading noise
Results:
The client achieved full automation of trade execution, reduced emotional decision-making, and ensured that only validated, high-probability signals were deployed in live markets. The integration with IBKR’s API enabled scalable growth across capital tiers.